Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Smith is a financial professional with over 10 years of experience in the industry. He is currently registered with Farmers Financial Solutions, LLC, and is licensed to provide investment advice in Texas. Geoffrey Smith has held previous positions with VALIC Financial Advisors, Inc. and Invesco Distributors, Inc.. He is well-versed in a variety of financial products and services, and holds Series 6, 63, and 65 licenses along with the SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
TX
07/31/2019 - Present
Farmers Financial Solutions, LLC (CONROE TX)
TX
09/24/2010 - 07/16/2019
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/16/2009 - 09/08/2010
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 12/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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